SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,934 | -5.1% | 39,320 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $735,186 | +18.6% | 37,644 | +18.4% | 0.00% | 0.0% |
| Q1 2023 | $619,947 | +15.0% | 31,792 | +13.7% | 0.00% | 0.0% |
| Q4 2022 | $539,164 | -21.5% | 27,951 | -24.0% | 0.00% | -50.0% |
| Q3 2022 | $687,000 | -29.1% | 36,779 | -20.0% | 0.00% | 0.0% |
| Q2 2022 | $969,000 | +22.5% | 45,952 | +44.6% | 0.00% | +100.0% |
| Q1 2022 | $791,000 | -15.4% | 31,781 | +79.2% | 0.00% | -50.0% |
| Q4 2021 | $935,000 | +34.1% | 17,739 | +16.3% | 0.00% | +100.0% |
| Q3 2021 | $697,000 | -1.7% | 15,255 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $709,000 | +16.8% | 15,493 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $607,000 | +79.6% | 14,775 | +66.0% | 0.00% | 0.0% |
| Q4 2020 | $338,000 | -94.4% | 8,899 | -94.8% | 0.00% | -94.1% |
| Q3 2020 | $6,043,000 | -0.6% | 170,852 | -1.0% | 0.02% | -10.5% |
| Q2 2020 | $6,081,000 | -29.0% | 172,646 | -7.4% | 0.02% | -29.6% |
| Q4 2019 | $8,569,000 | +4.3% | 186,435 | +7.0% | 0.03% | -10.0% |
| Q3 2019 | $8,216,000 | +1.0% | 174,184 | -4.8% | 0.03% | -3.2% |
| Q2 2019 | $8,134,000 | +0.1% | 183,032 | +0.1% | 0.03% | -8.8% |
| Q1 2019 | $8,127,000 | +16.4% | 182,922 | +0.9% | 0.03% | -8.1% |
| Q4 2018 | $6,983,000 | -5.6% | 181,316 | +2.3% | 0.04% | +12.1% |
| Q3 2018 | $7,397,000 | +0.9% | 177,266 | +1.1% | 0.03% | -10.8% |
| Q2 2018 | $7,328,000 | +11.2% | 175,395 | +1.8% | 0.04% | -2.6% |
| Q1 2018 | $6,588,000 | -6.1% | 172,234 | +2.2% | 0.04% | -13.6% |
| Q4 2017 | $7,015,000 | +2.5% | 168,546 | +1.2% | 0.04% | 0.0% |
| Q3 2017 | $6,847,000 | -1.5% | 166,473 | -1.3% | 0.04% | -8.3% |
| Q2 2017 | $6,952,000 | +5.8% | 168,688 | +4.7% | 0.05% | -4.0% |
| Q1 2017 | $6,572,000 | +0.7% | 161,169 | +1.4% | 0.05% | -9.1% |
| Q4 2016 | $6,525,000 | -1.7% | 158,996 | +2.2% | 0.06% | -6.8% |
| Q3 2016 | $6,636,000 | +4.8% | 155,599 | +6.7% | 0.06% | -3.3% |
| Q2 2016 | $6,334,000 | +21.5% | 145,815 | +10.8% | 0.06% | 0.0% |
| Q4 2015 | $5,215,000 | +7.4% | 131,569 | +0.8% | 0.06% | -24.7% |
| Q3 2015 | $4,854,000 | +88.4% | 130,523 | +62.5% | 0.08% | +8.0% |
| Q2 2013 | $2,577,000 | – | 80,319 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,407,892 | $53,458,000 | 15.03% |
| Moisand Fitzgerald Tamayo, LLC | 328,525 | $12,474,000 | 5.62% |
| Strategic Financial Planning, Inc. | 162,862 | $6,184,000 | 5.42% |
| Omega Financial Group, LLC | 215,361 | $8,177,000 | 4.42% |
| Cypress Point Wealth Management, LLC | 62,564 | $2,376,000 | 3.61% |
| Northwest Quadrant Wealth Management, LLC | 245,729 | $9,227,000 | 3.12% |
| Courage Miller Partners, LLC | 173,178 | $6,576,000 | 3.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 921,859 | $35,003,000 | 2.52% |
| BlueSky Wealth Advisors, LLC | 273,631 | $10,390,000 | 2.51% |
| Adams Chetwood Wealth Management LLC | 71,109 | $2,700,000 | 2.24% |